Industry Solutions
Each industry has unique needs. FieldWy FLOW adapts to deliver specific results in your sector.
Transform your financial operation with a next-generation BPM platform. FieldWy FLOW enables banks, fintechs, insurance companies, lending institutions, and other financial entities to modernize their critical processes with a centralized, secure, and fully adaptable platform. Integrate CRM, BPM, document management, digital onboarding, and regulatory compliance in a single agile, auditable, and scalable environment.
Key Modules for the Financial Industry
Integrated and Collaborative CRM
Centralize customer information, tracking, segmentation, and task control.
Intelligent Document Manager
Manage files, contracts, and regulations with validation, secure storage, and auditing.
BPM and Service Flow Management
Orchestrate processes (onboarding, requests) with business rules, SLAs, and total visibility.
SLA, Alerts, and Notifications
Define maximum times, automatic alerts, and multichannel notifications.
Digital Onboarding and Validation (KYC/AML)
Accelerate acquisition with OCR, biometrics, bureau connections, e-signature, and AI validation.
Data Centralization and Management
Integrate with Core Banking/ERPs, 360° customer view, KPI consolidation, and regulatory reporting.
Security, Compliance, and Audit
High standards: role-based access, logging, encryption, certification support (ISO, PCI, GDPR).
Operational Hierarchies and Flexibility
Manage complex structures (branch, business line) with granular visibility and governance.
Real Use Cases
- **Multi-segment Digital Onboarding:** Custom forms, automated KYC, document validation, biometric OCR.
- **Financial Request and Process Management:** BPM flows for credits, accounts, claims, complaints with notifications and SLA.
- **Unique Digital Customer File:** Unified and auditable repository of documents, contracts, and evidence.
- **Automated Regulatory Reports:** File and dashboard generation according to regulatory requirements.
- **Contract and Product Management:** Complete lifecycle with operational control and KPI monitoring.
- **Multichannel and Multi-service Flows:** Integrate chat, call center, mobile apps, and web portals.
With FieldWy FLOW You Achieve...
- Digitize every process without long or costly developments.
- Proactively comply with local and international regulations.
- Optimize customer experience and reduce friction.
- Have total visibility of operational performance.
- Increase control, efficiency, and traceability.
Discover how FieldWy FLOW can digitize your operation end-to-end.
Total visibility, precise execution, and comprehensive control of your logistics operation with FieldWy FLOW.
🚚 Application in the Logistics Industry
FieldWy FLOW allows you to digitize and orchestrate all logistics processes in a single platform: from order consolidation to final delivery and field monitoring. Ideal for:
- Distribution, retail, food and beverage companies.
- Logistics operators and last-mile transportation.
- Supply chains with multiple warehouses, distribution centers, and fleets.
🚀 What Does FieldWy FLOW Solve?
- Intelligent consolidation of orders from multiple sources (ERP, eCommerce, CRM, apps).
- Planning, execution, and monitoring of routes and deliveries in real-time.
- Warehouse control, picking, shipping, and dispatch.
- Complete traceability of deliveries, visits, and SLA compliance.
- Performance, efficiency, cost, and operational alert reports.
🔧 Key Features
Centralized OMS:
Order consolidation, validation, and segmentation.
Route Control and Management:
Dynamic design, assignment, visit control, and coverage calculation.
Warehouse/DC Management:
Picking control, shipping, receiving, mobile inventory.
Field Execution and Mobile App:
Delivery recording, evidence, offline forms, digital signature.
Control Tower and Reports:
Metric panels, BI integration, automatic alerts.
Total Integration:
API/SFTP connection with ERP, CRM, WMS.
🎯 Cross-cutting Benefits
- Reduction of downtime and route optimization.
- Greater operational control over warehouses and delivery points.
- Decrease in logistics errors and reprocessing.
- Improvement in end customer experience.
- 360° visibility of logistics operation in a single platform.
With FieldWy FLOW, your logistics chain becomes a connected, efficient, and measurable digital ecosystem from end to end.
Take your logistics to the next level: www.fieldwy.com/demo
Transform knowledge management and process documentation with FieldWy HUB.
📘 What is FieldWy HUB?
FieldWy HUB is a modular platform designed to be the nerve center of documentation, training, and knowledge transfer in organizations that operate with multiple areas, processes, and operational levels. It connects people, content, assessments, and reports in a user-friendly, automated ecosystem that adapts to any industry.
🔧 Key Features
1. Centralized Document Repository:
Store, classify, and distribute policies, instructions, forms, manuals. Version control, access, and review dates. Direct link to flows and training.
2. Training and Knowledge Platform:
Design, assign, and monitor training. Multimedia content creator. Dynamic assessments with automated results. Profile-based segmentation.
3. Product and Service Library:
Repository of technical sheets, catalogs, and commercial guides. Ideal for training sales forces and support.
4. Process and System Integration:
Direct connection with FieldWy FLOW, external APIs, ERPs. Automatic triggers for training or document validation.
📈 HUB Benefits
- Orderly, traceable, and secure distribution of knowledge.
- Significant savings in training time and costs.
- Reduction in operational errors thanks to well-documented processes.
- Increase in staff preparation, self-management, and performance.
- Mobile and real-time access to the most relevant information.
FieldWy HUB doesn't just organize documents... it turns knowledge into operational productivity.
Optimize in-store execution, connect your sales channels, and transform your commercial processes with FieldWy FLOW.
🏪 Application in the retail sector
FieldWy FLOW enables retail chains, supermarkets, specialty stores, and franchises to manage and automate key processes in operations, logistics, marketing, and customer service. Ideal for organizations with multiple points of sale, field teams, and physical + digital channels.
🚀 What Does FieldWy FLOW Solve?
- 100% configurable platform: workflows, forms, SLAs, roles, and more.
- Centralized portal for request registration, tracking, and closure.
- Complete cycle automation: request, approval, execution, and closure.
- Real-time reports and analytics by request type, priority, region, or business unit.
- Total control of budgets, validations, documentation, and deliverables.
🔧 Key Features for Retail
Commercial Execution and Promotions:
Campaign planning and execution, verification checklist (materials, prices), photographic evidence.
Incident and Service Management:
Internal HelpDesk module, request registration and tracking (infrastructure, IT, HR), SLAs.
POS Evaluations and Audits:
Configurable forms, standards audits, visibility by zone/store.
Visit and Field Team Management:
Geolocation, route planning, automated logs, performance dashboards.
New Store/Project Management:
Opening/remodeling flows, budget management, stage tracking.
Comprehensive Promotion Management:
Planning, check-in, information capture, attendance control, campaign management.
📈 Benefits for Retailers
- Reduction in store execution times and errors.
- Greater visibility and traceability in campaigns and audits.
- Process standardization between stores and formats.
- Savings in operational and administrative costs.
- Improved customer experience from operations.
- Increased control and performance of field personnel.
- Real-time information-based decision making.
FieldWy FLOW is the ideal copilot for retail chains that want to scale their operation with control, visibility, and efficiency.
Discover how to optimize your operation at: www.fieldwy.com/demo
Transform your HelpDesk or service desk into a strategic platform for management, collaboration, and operational efficiency, ideal for internal or external support.
🏢 Application in Various Sectors
FieldWy FLOW offers a comprehensive solution for companies that manage multiple requests, requirements, incidents, and internal processes. Ideal for:
- Multi-site corporations (infrastructure, facilities, logistics).
- Companies with internal support (IT, maintenance, HR, general services).
- Organizations with distributed operations (retail, telecommunications, banking, healthcare).
🚀 What Makes FieldWy FLOW Different
- 100% configurable platform: workflows, forms, SLAs, roles, and more.
- Centralized portal for request registration, tracking, and closure.
- Complete cycle automation: request, approval, execution, and closure.
- Real-time reports and analytics by type, priority, region, or unit.
- Total control of budgets, validations, and documentation.
🔧 Key Features
Intelligent Request Registration:
Self-service portal, segmentation, guided capture.
Budget Management:
Expense control, LPU linking, automatic allocation.
Validation and Approval:
Flows with traceability, evidence, business rules.
Execution and Monitoring:
Dynamic assignment, logs, alerts, and SLA tracking.
Closure and Reporting:
Delivery certificates, executive reports, KPIs.
🔄 Total Business Integration
Compatible with ERP, CRM systems, and IT platforms. Interoperability via API Gateway and specialized connectors. Intuitive interface accessible from any device.
🎯 Direct Benefits
- Up to 60% reduction in ticket resolution times.
- Greater transparency and resource control.
- Process scalability and standardization.
- Total visibility of operational effort, without intermediaries.
- Improved internal satisfaction and service experience.
FieldWy FLOW turns request management into an agile, transparent, and measurable process. Ideal for organizations that need more than a HelpDesk.
Digitize, automate, and scale your legal operation with FieldWy FLOW. In an environment where trust, traceability, and regulatory compliance are fundamental, FieldWy FLOW becomes the perfect ally for notaries, law firms, and legal service providers looking to make a real digital transformation leap without losing security, formality, or legal structure.
🚀 Why FieldWy FLOW for the legal and notary sector?
We transform the way legal procedures, files, and processes are managed. From generating and signing documents with official validity to automated tracking of each stage, FieldWy FLOW helps digitize high-impact processes without programming, using a visual, secure, and 100% adaptable tool.
🧠 Real Use Cases for Notaries and Legal Services
Digitize the complete flow: request, document collection, assignment, draft, review, Digital Handwritten Signature (DHS), and secure delivery.
Create specific flows: data collection via form, renewal alerts, version control, and safekeeping.
Manage from preparation to signing. Define milestones, automate communication, and ensure deadlines.
Automated management of contracts, lawsuits, responses. Dashboards by case/client. Automatic notifications. Controlled access to files.
🔑 Tangible Benefits for Your Legal Organization
| Benefit | Description |
|---|---|
| Process Efficiency | Reduce processing times by up to 70%. Eliminate manual tasks and bottlenecks. |
| Document Security | Secure storage, version control, access logs, and audit trail. |
| Operational Control | Real-time visibility of all processes, deadlines, and responsible parties. |
| Client Experience | Self-service portal, status tracking, and automated notifications. |
| Regulatory Compliance | Automated validations, complete traceability, and secure storage. |
🔄 Integration with Your Legal Ecosystem
- Connection with legal document management systems.
- Integration with digital signature platforms.
- APIs for connection with government systems.
- Compatibility with accounting and billing systems.
FieldWy FLOW: The digital transformation platform that understands and adapts to the legal sector's needs.
Learn more about our legal solutions at www.fieldwy.com/demo
Transform government procedures and services with a secure, scalable, and citizen-centric digital platform.
🏛️ Application in Government
FieldWy FLOW enables government institutions to digitize and automate their procedures, improving service to citizens while maintaining security and regulatory compliance. Ideal for:
- Government agencies and departments
- Municipal and state offices
- Public service institutions
- Regulatory bodies
🔧 Key Features for Government
Digital Procedure Management
Complete digitization of government procedures with tracking and validation.
Citizen Service
Self-service portal, status tracking, and automated notifications.
Security and Compliance
Role-based access control, audit trail, and regulatory compliance.
Performance Monitoring
Real-time metrics, SLA tracking, and operational reporting.
📈 Benefits for Government Institutions
- Increased efficiency in procedure processing
- Improved citizen satisfaction
- Reduced operational costs
- Enhanced transparency and accountability
- Better resource allocation
FieldWy FLOW helps government institutions modernize their services while maintaining security and compliance.
Learn more about our government solutions at www.fieldwy.com/demo